About the job

The Finance Data and AI Office (DART) delivers trusted data, analytics, and AI enabled solutions across Finance, Risk, and Treasury. This role sits within the Automation, Analytics & AI pillar and provides strategic and delivery leadership for practical, scalable AI solutions that address real finance challenges end to end—from problem framing and solution design through deployment, change management, and adoption. The role partners closely with senior Finance leadership to align priorities, deliver solutions, and ensure measurable outcomes.  This position provides an excellent opportunity to interact with different business areas across State Street.

Who we are looking for

The ideal candidate combines strong analytical thinking with business acumen and play a hands-on leadership role in the delivery of AI capabilities, agentic approaches, and low‑code/no‑code solutions to deliver integrated, optimized solutions.  Success in this role requires the ability to influence and align senior stakeholders, translate complex technical concepts into clear business decisions, and drive delivery through cross‑functional project teams. This leader connects technology choices to tangible Finance outcomes—improving insight quality, controls, efficiency, and decision‑making—and establishes KPIs, measurement approaches, and governance to sustain results.

What you will be responsible for:

Build Agentic AI & Copilot Solutions for Finance

• Lead cross‑functional delivery teams to design and deliver agent‑based workflows that can plan, reason, and execute tasks across finance processes (with appropriate human oversight, controls, and governance).
• Own solution strategy for LLM copilots supporting finance narratives, variance explanations, exception triage, and root‑cause analysis;
• Combine AI reasoning with deterministic logic (rules, thresholds, accounting constraints, materiality) to ensure reliability in controlled environments; define quality controls and KPI monitoring to sustain performance over time
• Prompt Engineering & Context Design (Finance‑Grade)
• Set standards for finance‑grade prompting and context (e.g., P&L, cost centers, accounting rules, materiality thresholds) and structure outputs for decision‑making, auditability
• Establish reusable prompt patterns, evaluation approaches, and guardrails to reduce hallucinations, increase consistency, and meet governance expectations

Apply Data Science Where It Matters

• Apply analytics and data science methods (e.g., anomaly detection, classification, forecasting support, explainability) where they most improve finance efficiency, insight, and controls
• Analyze large, complex datasets to identify breaks, drivers, trends, and actionable signals relevant to Finance operations and reporting

Enable AI Using No‑Code / Low‑Code Platforms

• Lead delivery using no‑code and low‑code tools to accelerate time‑to‑value while maintaining controls and quality standards, including:
• Operationalize AI outputs into finance workflows
• Orchestrate AI‑driven steps alongside rules‑based logic
• Surface AI‑generated insights, exceptions, and narratives to end users
• Know when low‑code is sufficient and when custom logic or data science is required

Embed Solutions into Finance Workflows

• Partner with Finance, Risk, and Treasury teams to understand processes end‑to‑end, align priorities, and lead solution design that fits how work actually gets done
• Lead project planning and execution (scope, timeline, dependencies, risks), support rollout and adoption through documentation and training, and iterate based on user feedback

Responsible AI & Controls‑Aware Delivery

• Ensure solutions are explainable, auditable, and aligned with governance expectations
• Provide clear status, risk, and outcomes reporting to senior management
• Validate AI outputs against financial data and business logic; implement monitoring, KPI dashboards, and a continuous improvement cadence to maintain quality and value over time

Skills and experience needed:

• Bachelor’s degree in AI, Data Analytics, Computer Science, Engineering, or a related field
• 8+ years of experience in AI technologies, data science, analytics, and automation with demonstrated leadership of programs/teams (financial services preferred)
• Strong analytical and problem‑solving skills
• Experience working with large, complex datasets
• Proficiency in SQL and Python
• Experience with data warehousing, data modelling, ETL design
• Understanding of Finance, Risk and/or Treasury business processes
• Experience with data visualization tools (e.g., Power BI, Tableau)
• Experience with automation tools (e.g., low-code platforms, RPA, workflow tools)
• Demonstrated ability to lead cross‑functional project teams, manage delivery plans, and drive adoption through change management
• Knowledge of data governance, data quality, and regulatory compliance concepts (e.g., BCBS 239 principles)
• Strong written and verbal communication skills

Knowledge of the below tools is preferrable

• Microsoft Co-pilot Studio
• Microsoft 365 Co-pilot
• Databricks
• Anthropic/Claude
• Power BI/Tableau
• Alteryx
• Microsoft Fabric
• Microsoft Power App
• Microsoft Power Automate

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.